American Equity Investment Life Holding Company
AEL was delisted on the 2nd of May, 2024.
201 hedge funds and large institutions have $1.2B invested in American Equity Investment Life Holding Company in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 35 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
68% more call options, than puts
Call options by funds: $937K | Put options by funds: $557K
57% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 53
6% less funds holding
Funds holding: 214 → 201 (-13)
14% less capital invested
Capital invested by funds: $1.4B → $1.2B (-$199M)
31% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$57.8M |
| 2 |
Pzena Investment Management
New York
|
+$31.5M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$14.9M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$7.33M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$33.9M |
| 2 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$27.8M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$25.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$11.9M |
| 5 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$11.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Stifel Financial
St. Louis,
Missouri
| – | -$175K | -10,427 | Closed |
|
|
BC
227
Burney Company
Reston,
Virginia
| – | -$172K | -10,253 | Closed |
|
|
BJ
228
BlackRock Japan
Tokyo,
Japan
| – | -$32K | -1,901 | Closed |
|
|
IR
229
Invictus RG
Hamilton,
Bermuda
| – | -$7K | -424 | Closed |
|
230
Simplex Trading
Chicago,
Illinois
| – | -$4K | -273 | Closed |
|
231
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -190 | Closed |
|
232
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -149 | Closed |
|
|
GAM
233
Gemmer Asset Management
Walnut Creek,
California
| – | -$2K | -120 | Closed |
|
|
ZB
234
Zions Bancorporation
Salt Lake City,
Utah
| – | +$30 | +2 | New |
|
AEL Hedge Fund Activity: Q2 2016 in Review
201 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2016, worth a combined $1.2B — down 14% from $1.4B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of AEL and 24 opened new positions — a net loss of 11 holders — while 53 trimmed existing stakes and 83 added.
The largest buyer was Macquarie Group, adding an estimated $57.8M. The largest seller was Goldman Sachs, cutting an estimated $33.9M.
- 201 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2016, down from 214 in Q1 2016.
- Funds reported $1.2B of American Equity Investment Life Holding Company stock for Q2 2016, down 14% quarter-over-quarter.
- 24 funds opened new American Equity Investment Life Holding Company positions in Q2 2016 and 35 closed out, a net change of -11 holders.
- The largest American Equity Investment Life Holding Company buyer in Q2 2016 was Macquarie Group, an estimated $57.8M added.
- The largest American Equity Investment Life Holding Company seller in Q2 2016 was Goldman Sachs, an estimated $33.9M sold.
Based on aggregated 13F filings for Q2 2016.